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Nonprofiteer
← NORTHERN MONTANA HEALTH CARE FOUNDATION INC

Form 990 for tax year 2022

Filed by NORTHERN MONTANA HEALTH CARE FOUNDATION INC.

Totals

Total revenue
$317,837
Total expenses
$123,356
Contributions and grants received
$199,335
Grants paid
$69,076
Program service revenue
$0
Investment income
$84,977
Other revenue
$33,525
Total assets, end of year
$2,509,627
Total liabilities, end of year
$39,133
Net assets or fund balances, end of year
$2,470,494
Program services expenses (Part IX)
$69,076
Management and general expenses
$43,483
Fundraising expenses
$10,797
Program service expenses (Part III)
$69,076

Program services were 56.0% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 1d · Related organizations

    $54,187

  • 1f · All other contributions, gifts and grants

    $145,148

  • 3 · Investment income

    total $59,250 · excluded $59,250

  • 7a · Gross sales of assets other than inventory

    securities $150,000

  • 7b · Less cost or other basis and sales expenses

    securities $124,273

  • 7c · Gain or loss

    securities $25,727

  • 7d · Net gain or loss

    total $25,727 · excluded $25,727

  • 9a · Gaming: gross income

    $74,347

  • 9b · Gaming: direct expenses

    $41,400

  • 9c · Net income from gaming

    total $32,947 · excluded $32,947

  • 10a · Gross sales of inventory

    $30,981

  • 10b · Cost of goods sold

    $30,403

  • 10c · Net income from sales of inventory

    total $578 · excluded $578

Functional expenses

Part IX, the statement of functional expenses.

  • 2 · Grants to domestic individuals

    total $69,076 · program services $69,076

  • 11c · Fees: accounting

    total $11,650 · management and general $11,650

  • 11g · Fees: other

    total $31,031 · management and general $31,031

  • 12 · Advertising and promotion

    total $8,777 · fundraising $8,777

  • 13 · Office expenses

    total $2,155 · management and general $135 · fundraising $2,020

  • 23 · Insurance

    total $667 · management and general $667

Balance sheet

Part X, book values.

  • 1 · Cash, non-interest-bearing

    end of year $163,644

  • 2 · Savings and temporary cash investments

    beginning of year $1,048,269 · end of year $292,139

  • 4 · Accounts receivable

    beginning of year $27,008 · end of year $27,749

  • 8 · Inventories for sale or use

    beginning of year $9,657 · end of year $9,504

  • 10a · Land, buildings and equipment: cost or other basis

    $10,936

  • 10b · Land, buildings and equipment: accumulated depreciation

    $10,936

  • 10c · Land, buildings and equipment, net

    beginning of year $0 · end of year $0

  • 11 · Investments: publicly traded securities

    beginning of year $1,233,076 · end of year $1,930,814

  • 12 · Investments: other securities

    end of year $5,050

  • 15 · Other assets

    beginning of year $54,471 · end of year $80,727

  • 17 · Accounts payable and accrued expenses

    beginning of year $59,384 · end of year $39,133

  • 25 · Other liabilities

    beginning of year $29,564 · end of year $0

  • 27 · Net assets without donor restrictions

    beginning of year $1,641,833 · end of year $1,749,871

  • 28 · Net assets with donor restrictions

    beginning of year $641,700 · end of year $720,623

Mission and programs · 2022

Mission

THE MISSION OF NORTHERN MONTANA HEALTH CARE FOUNDATION (NMHCF) IS TO BRING AFFORDABLE, HIGH QUALITY HEALTH CARE TO NORTH CENTRAL MONTANA BY SUPPORTING NORTHERN MONTANA HEALTH CARE AND ITS SUBSIDIARIES. NMHCF ACCOMPLISHES THIS BY: 1) STIMULATING THE COMMUNITY IN THE DEVELOPMENT OF NORTHERN MONTANA HOSPITAL (NMH); 2) ASSISTING IN THE PUBLIC RELATIONS OF NMH, SPECIFICALLY IN IMPROVING THE FINANCIAL SUPPORT FROM CONTRIBUTORS; 3) COORDINATING NMH FUNDRAISING PROGRAMS.

Activities or mission (Part I)

FUNDRAISING AND SUPPORTING NORTHERN MONTANA HOSPITAL AND THEIR AFFILIATES.

  • THE FOUNDATION RAISES FUNDS TO GIVE TO THE HOSPITAL WHICH USES THE MONEY TO HELP COVER OPERATING COSTS ASSOCIATED WITH DELIVERING PATIENT CARE. IN THE FISCAL YEAR 2023, THE FOUNDATION RAISED FUNDS THROUGH THE TRIP OF THE MONTH PROJECT. THE FOUNDATION CONTINUES TO ADMINISTER THE SERVING OF HOPE FUNDS FROM MONIES RAISED IN PRIOR YEARS. THEY TAKE THE APPLICATIONS AND DISBURSE FUNDS TO INDIVIDUALS IN NEED OF TRAVEL ASSISTANCE FOR SERIOUS MEDICAL CONDITIONS. THE AMOUNT OF MONEY DISTRIBUTED IN FY 2023 WAS $24,229 TO 51 INDIVIDUALS. IN ADDITION TO THAT FUND, THE FOUNDATION ALSO MANAGES CONTINUED ON SCHEDULE O...THE HAVRE WOMEN'S GOLF ASSOCIATION ASSISTANCE FUND. FOR THE 2023 YEAR $41,500 WAS DISTRIBUTED TO 40 INDIVIDUALS. THE FOUNDATION ADMINISTERS TWO AWARDS FOR EMPLOYEES AT NORTHERN MONTANA CARE CENTER: THE WALLY SCHMOCKEL AWARD AND THE MAX KUHR MEMORIAL AWARD.

    Expenses $69,076 · Grants $69,076

As filed on the 2022 return. The filer continues this part on Schedule O, which is not shown here.

Listed in Part VII

  • David C Henry

    PRESIDENT/CEO

    Total calculated
    $0
    Hours/week
    1 + 53 related

  • Brent Reber

    CHAIR

    Total calculated
    $0
    Hours/week
    2

  • Sandy Brown

    VICE CHAIR (THRU DEC)

    Total calculated
    $0
    Hours/week
    2

  • Deborah Callahan

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Joyce Donoven

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Dr Erica Farmer

    TRUSTEE

    Total calculated
    $0
    Hours/week
    1 + 39 related

  • Mike Hamilton

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Sherry Kegel

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Lindsey Kellam

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Joe Mallsani

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Judy Solomon

    TRUSTEE

    Total calculated
    $0
    Hours/week
    2

  • Christen Obresley

    EXECUTIVE DIRECTOR

    Total calculated
    $189,861
    From this org
    $0
    From related orgs
    $170,741
    Other
    $19,120
    Hours/week
    2 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $169,937 related
    Bonus
    $0
    Other
    $0 + $804 related
    Deferred
    $0 + $3,537 related
    Nontaxable benefits
    $0 + $15,583 related
    Filer's total
    $0 + $189,861 related

  • Kim Lucke

    VP OF FINANCE

    Total calculated
    $159,040
    From this org
    $0
    From related orgs
    $140,288
    Other
    $18,752
    Hours/week
    1 + 53 related

    Schedule J breakdown matched by us

    Base
    $0 + $139,470 related
    Bonus
    $0
    Other
    $0 + $818 related
    Deferred
    $0 + $2,934 related
    Nontaxable benefits
    $0 + $15,818 related
    Filer's total
    $0 + $159,040 related

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

None.

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
PRESIDENT/CEO IS COMPENSATED BY AN UNRELATED MANAGEMENT COMPANY. A RELATED ORGANIZATION AND THE MANAGEMENT COMPANY HAVE A PROCESS IN PLACE TO DETERMINE THE CEO'S COMPENSATION, A COMPENSATION COMMITTEE, USING THE FORM 990 OF OTHER ORGANIZATIONS, AND THE APPROVAL BY THE BOARD OR COMPENSATION COMMITTEE.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
25 April 2024
IRS schema version
2022v5.0
Source object
202431349349308763

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